The Day China Kicked Out Starbucks
Posted August 05, 2022
By Matt Insley
This week’s series of events is a wake-up call for investors complacent about the US-China economic ties. Relations just got much worse, and quickly. So, today, we’ll check back on some American companies that have decided to bet their future on a friendly China…
The Mother of All Tail Risks
Posted August 04, 2022
By Matt Insley
China’s navy is encircling Taiwan. Here’s why you need to be ready for things to spiral out of control, and make the pandemic, Fed rate hikes, and the Ukraine war look almost “quaint.”
Oil Dominates 2022 ETF Gains
Posted August 03, 2022
By Matt Insley
“I still think you can make money holding oil stocks this year,” says Zach Scheidt. And the cleanest way to play oil?
The $1.25 Store (Surviving Inflation)
Posted July 29, 2022
By Matt Insley
“Today's inflation is like jumping in the elevator and skipping higher by 20 floors,” says Zach Scheidt.“ Fortunately, there are some very good ways to beat inflation.”
Armageddon in China
Posted July 28, 2022
By Matt Insley
Escalating tensions in the Taiwan Strait increase the momentum to support U.S. companies.
Read My Lips: No Recession
Posted July 27, 2022
By Matt Insley
The Biden administration asked: “What is a recession?” And proceeded to discount its commonly held definition.
Big Tech Catches COVID
Posted July 26, 2022
By Matt Insley
For more than a decade, we were conditioned to see tech stocks head in one direction. The playbook has changed…
[UPDATE] Pelosi Portfolio
Posted July 25, 2022
By Matt Insley
“Chip stocks have been in a swoon since the beginning of the year,” Ray says. Regardless, he expects semiconductor stocks to bounce meaningfully.
![[UPDATE] Pelosi Portfolio](http://images.ctfassets.net/vha3zb1lo47k/4WXGZIX6NiJljMJ43VT2Ef/fb6f9a3c1b45d2fee7baa444951e7875/shutterstock_691548583.jpg)
Relief Rally (What’s Next?)
Posted July 21, 2022
By Matt Insley
It’s been a relief to see green on the screen this week. But consider this before you start piling cash back into stock bets…
The Good Word on Gold (1973 and 2022)
Posted July 20, 2022
By Matt Insley
“Are we having fun yet?” asks our macro maven Jim Rickards. “A gold investor might well ask: ‘What’s the point?’”